Olympus Wealth Management, LLC Top Holdings and 13F Report (2024) → Gold Mania (From Stansberry Research) (Ad) About Olympus Wealth Management, LLCInvestment ActivityOlympus Wealth Management, LLC has $168.70 million in total holdings as of March 31, 2024.Olympus Wealth Management, LLC owns shares of 14 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 6.92% of the portfolio was purchased this quarter.About 30.67% of the portfolio was sold this quarter.This quarter, Olympus Wealth Management, LLC has purchased 25 new stocks and bought additional shares in 4 stocks.Olympus Wealth Management, LLC sold shares of 8 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $41,423,590SPDR S&P 500 ETF Trust $33,993,996Vanguard S&P 500 ETF $26,435,635Schwab US Dividend Equity ETF $19,184,538iShares Core MSCI Emerging Markets ETF $14,828,220 Largest New Holdings this Quarter JPMorgan Municipal ETF $6,094,335 HoldingGoldman Sachs BDC $480,843 Holding Largest Purchases this Quarter JPMorgan Municipal ETF 120,109 shares (about $6.09M)iShares Core S&P Mid-Cap ETF 47,694 shares (about $2.90M)Invesco DB Commodity Index Tracking Fund 56,302 shares (about $1.29M)iShares Russell 1000 Growth ETF 2,671 shares (about $900.30K)Goldman Sachs BDC 32,099 shares (about $480.84K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 24,496 shares (about $12.81M)iShares Core MSCI EAFE ETF 122,948 shares (about $9.13M)Vanguard S&P 500 ETF 16,142 shares (about $7.76M)Schwab US Dividend Equity ETF 50,751 shares (about $4.09M)iShares Core MSCI Emerging Markets ETF 54,227 shares (about $2.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOlympus Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$41,423,590$9,125,200 ▼-18.1%558,11924.6%ETFSPYSPDR S&P 500 ETF Trust$33,993,996$12,813,198 ▼-27.4%64,98920.2%FinanceVOOVanguard S&P 500 ETF$26,435,635$7,759,465 ▼-22.7%54,99415.7%ETFSCHDSchwab US Dividend Equity ETF$19,184,538$4,092,053 ▼-17.6%237,93311.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$14,828,220$2,798,109 ▼-15.9%287,3698.8%ETFJMUBJPMorgan Municipal ETF$6,094,335$6,094,335 ▲New Holding120,1093.6%ETFGLDSPDR Gold Shares$5,978,435$2,648,648 ▼-30.7%29,0613.5%FinanceDBCInvesco DB Commodity Index Tracking Fund$5,406,241$1,293,257 ▲31.4%235,3613.2%FinanceIJHiShares Core S&P Mid-Cap ETF$3,889,431$2,896,938 ▲291.9%64,0342.3%ETFTIPiShares TIPS Bond ETF$3,628,181$558,421 ▼-13.3%33,7792.2%ETFIWFiShares Russell 1000 Growth ETF$3,489,625$900,298 ▲34.8%10,3532.1%ETFXLREReal Estate Select Sector SPDR Fund$2,523,978$15,772 ▲0.6%63,8501.5%ETFEFAiShares MSCI EAFE ETF$1,345,475$480,995 ▼-26.3%16,8480.8%FinanceGSBDGoldman Sachs BDC$480,843$480,843 ▲New Holding32,0990.3%FinanceMEDMedifast$0$3,266,781 ▼-100.0%00.0%Consumer StaplesVTVVanguard Value ETF$0$2,338,370 ▼-100.0%00.0%ETFVWOVanguard FTSE Emerging Markets ETF$0$946,245 ▼-100.0%00.0%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$0$882,575 ▼-100.0%00.0%ManufacturingMSFTMicrosoft$0$752,080 ▼-100.0%00.0%Computer and TechnologyBRK.BBerkshire Hathaway$0$685,144 ▼-100.0%00.0%FinanceORCLOracle$0$622,353 ▼-100.0%00.0%Computer and TechnologyBIZDVanEck BDC Income ETF$0$438,036 ▼-100.0%00.0%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$0$423,775 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$365,736 ▼-100.0%00.0%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$0$265,989 ▼-100.0%00.0%ETFBNDXVanguard Total International Bond ETF$0$261,911 ▼-100.0%00.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$0$212,264 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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